Brett David is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 20 years, assisting high-net-worth families and business executives in executing financial strategies that align with their personal and business-related goals. Brett leads The Simmons – David Group, which has been providing financial advice and wealth management services for more than 35 years. Their clientele includes affluent families, corporate executives, and successful business owners, with an emphasis on comprehensive wealth management encompassing financial and portfolio strategies, wealth transfer and preservation, business services, retirement planning, and estate planning. Brett holds a Bachelor's degree from the Georgia Institute of Technology in Aerospace Engineering. Prior to joining Merrill, he worked in the petroleum industry managing a territory in the Mid-Atlantic states and contributed to the creation of an e-learning company focused on continuing education for large, not-for-profit organizations. He possesses professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He resides in Alpharetta, GA with his wife, Marni, and their children, Peyton, Caelin, and Maclaine. Brett's client focus areas include college education planning, legacy and family wealth management, personal retirement planning, portfolio management, tax minimization, and strategies tailored for women and wealth.

Nicholas Roth is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC, as well as a position at Supermetrics Inc. He also spent four years at the University of North Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Charles Frazier III is a CFP® professional with 40 years of industry experience. He is currently affiliated with Royal Alliance Associates, Inc. and has held prior roles at Signator Investors, Inc., CF Sub, LLC, and Transamerica Financial Advisors, Inc. He serves as a board member and treasurer of a local condominium owners association. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple managed account platforms incorporating a broad range of investment options.

Peng Li is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously spent seven years at The Coca-Cola Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Tyler Strickland is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aligned with their unique goals. He has held various roles within Fidelity since 2015, including Investments Solutions Representative and High Net Worth Representative, and has also worked at TD Ameritrade as a Senior Financial Consultant and Financial Consultant. Throughout his career, Tyler has focused on helping clients make informed financial decisions by providing education and personalized guidance. His experience spans multiple facets of financial consulting, enabling him to support a diverse client base effectively. Outside of his professional work, Tyler has interests that include baseball, football, golf, music, family activities, and parenthood.

Andrew Sullivan is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as a board member overseeing a youth baseball league with East Side Baseball in Marietta, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the country.

Richard Walters is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at John Hancock Financial Services and SII. Walters serves as secretary and board member for Creative Community Services, a nonprofit supporting youth with developmental disabilities and mental health needs in Georgia. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and a range of investment products managed through various platforms.

Lilian Wittwer is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, including roles at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Louis Seeley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he held positions at Lyft, Uber, and The Gibson Firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Ray is a CFP® professional with 20 years of industry experience, currently serving at Raymond James Financial. He previously worked at Suntrust Investment Services from 2007 to 2019. Ray is also the managing partner of Evidential Wealth Advisors, a support company he operates alongside his role at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mason is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Anthony Modica Jr. is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at Bank of America and Merrill from 2009 to 2017. Outside of his advisory role, he is involved in family partnership land management and owns investment-related entities including an investment management firm that operates his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory functions with a variety of financial products and referral channels.

Adam Ibrahim is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2012. Outside of his role at Wells Fargo Advisors, he has ownership interests in Alpha Wealth Advisors, LLC, and AI9 LLC, both financial practices based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations delivered through both meetings and written summaries.

Steven Harvey is a financial advisor at Morgan Stanley with 18 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC beginning in 2012. He also serves in the United States Army Reserve as an observer coach and trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools.

Sherry Murphy is a financial advisor with Ameriprise in Buford, GA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Michelle Collazo is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports through a centralized consulting team.

Justin Field is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Florida Financial Advisors, Jeff Field & Associates, Office Depot, HomeSmart Realty Partners, Georgia Gwinnett College, and NinjaKour. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

Terry Sterling is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of investment advisory, Sterling is a senior associate at The Balanced Scorecard Institute, providing strategic management consulting, and serves as an assessor for the Commission on Law Enforcement Accreditation, auditing law enforcement agencies for compliance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure to deliver its investment solutions.

Joan Phillips is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Bizzarro is a financial advisor with OSAIC based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc for over two decades. In addition to his advisory role, he provides life and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platform solutions, accommodating discretionary and non-discretionary accounts.